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Aptus Capital Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Aptus Capital Advisors’s Portfolio EAGG Stock Details EAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.24M Buy
26,092
+11,082
+74% +$525K 0.01% 586
2026
Q1 		$714K Buy
15,010
+152
+1% +$7.28K 0.01% 641
2025
Q4 		$711K Buy
14,858
+326
+2% +$15.7K 0.01% 656
2025
Q3 		$698K Sell
14,532
-1,117
-7% -$53.1K 0.01% 625
2025
Q2 		$744K Buy
15,649
+54
+0.3% +$2.54K 0.01% 593
2025
Q1 		$740K Buy
15,595
+388
+3% +$18.2K 0.01% 562
2024
Q4 		$706K Sell
15,207
-81
-0.5% -$3.83K 0.01% 552
2024
Q3 		$743K Buy
15,288
+907
+6% +$43.4K 0.01% 468
2024
Q2 		$670K Buy
14,381
+1
+0% +$46 0.01% 453
2024
Q1 		$677K Buy
14,380
+12,596
+706% +$593K 0.01% 452
2023
Q4 		$85.2K Buy
1,784
+1,675
+1,537% +$76.7K ﹤0.01% 628
2023
Q3 		$4.94K Buy
109
+10
+10% +$464 ﹤0.01% 835
2023
Q2 		$4.67K Buy
99
+2
+2% +$95 ﹤0.01% 735
2023
Q1 		$4.66K Sell
97
-1
-1% -$48 ﹤0.01% 728
2022
Q4 		$4.58K Sell
98
-412
-81% -$19.2K ﹤0.01% 728
2022
Q3 		$24K Buy
+510
New +$24.8K ﹤0.01% 601

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aptus Capital Advisors's EAGG Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 74% in Q2 2026, buying an estimated $525K and bringing the position to 26,092 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #586.

Aptus Capital Advisors first reported a position in EAGG in Q3 2022 and has held it in 16 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Aptus Capital Advisors held 26,092 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.24M as of Q2 2026.
  • Aptus Capital Advisors bought 11,082 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $525K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #586 holding.
  • Aptus Capital Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.